Form Review

The Form Review page shows how Forms will appear in your EDC system. This allows you to review the layout and controls of a Form as they would be seen by EDC users.

Inactive Fields are never displayed.

When an EDC Role is selected, View Restricted Fields for that role are not displayed and Entry Restricted Fields will have the data entry control disabled.

See also

Forms

Field Properties

Click on any field or item row (outside of interactive controls like dropdowns or text inputs) to see a popover displaying its properties.

The popover shows Rave field properties including Field OID, Variable OID, Data Format, Control Type, Visible, Required, Source Document Verify, dictionary and coding information, restrictions, date and time flags, and other configured attributes.

The popover shows Veeva item properties including Item Name, Data Type, Control Type, Required, Read-only, Hidden, Derived, Controlling Item, Length, and other configured attributes.

Click another field to switch the popover to that field. Click outside the popover or scroll the page to dismiss it.

Downloading

  • a single Form can be downloaded as an HTML file from the Form Review page.

  • all Forms can be downloaded as a single HTML file, which includes a table of contents.

When a Form has Edit Checks with SetDataPointVisible actions, a Field Visibility toggle is shown in the navigation bar. Enabling this toggle simulates Rave's field visibility behaviour: fields controlled by SetDataPointVisible checks are hidden or shown based on the current values of other fields on the form.

Change the value of a controlling field and the dependent fields will automatically show or hide. If a controlling field is itself hidden, its value is treated as empty.

When multiple Edit Checks target the same field, the field is visible if any of the check conditions is true.

The following checks are not included in the simulation:

  • Checks that use Custom Functions (in steps or actions).

  • Checks that reference fields on other Forms (cross-form references).

  • Checks with SetDynamicSearchList actions.

  • Functions such as DaySpan, TimeSpan and Age are not evaluated — fields controlled only by these functions will remain visible.

The toggle is disabled when the Form has no evaluable visibility rules.

When a Form has items with Controlling Item properties configured, a Progressive Display toggle is shown in the navigation bar. Enabling this toggle simulates Veeva EDC's progressive display behaviour: items are hidden or shown based on the current value of their controlling item.

Select or enter a value in a controlling item and the dependent items will automatically show or hide. If a controlling item is itself hidden, its dependents are also hidden.

When a controlling item allows multiple values (checkboxes), the dependent item is visible if any of the selected values matches the allowed controlling item values.

The toggle is disabled when the Form has no items with a Controlling Item property.